Marc Schreier CFA CAIA CESGA
Angestellt, Senior Manager & Fund Selection Specialist, Helvetia Versicherungen Schweiz
Basel, Schweiz
Über mich
Experienced (>15y) and highly educated (CFA; CAIA; CESGA; MSc) investment professional with deep knowledge across traditional and non-traditional asset classes. Combined know-how as a client advisor, fund portfolio manager and portfolio manager at large institutional investors (pension fund & insurance company). Profound knowledge of the investment industry megatrends private markets, sustainable investments and emerging markets.
Werdegang
Berufserfahrung von Marc Schreier CFA CAIA CESGA
Bis heute 2 Jahre und 11 Monate, seit Juli 2021
Senior Manager & Fund Selection Specialist
Helvetia Versicherungen Schweiz- Senior member of "manager & fund selection" which is part of a larger pm team - Responsible for selection and monitoring of external asset managers (SMA's & funds) - Strong focus on illiquid asset classes incl. private markets - Asset classes with primary focus: corporate private debt, infrastructure debt, ILS - Asset classes in the wider scope of work: indirect real estate, private equity, infrastructure equity and traditionals - Building up a new team together with the head of manager & fund selection
1 Jahr, Juli 2020 - Juni 2021
Senior Portfolio Manager
Aargauische Pensionskasse
- Senior member of the portfolio management team - Lead portfolio manager for the asset classes: emerging market equities, EMD hard currency, EMD local currency, commodities, insurance linked securities, private debt and other alternative investments - Deputy for the asset classes equities Switzerland, equities world and FX - Executed several manager selection processes (RFI, RFP, on-site due diligence) - Contributing to internal macroeconomic view as well as strategic and tactical asset allocation
3 Jahre und 2 Monate, Mai 2017 - Juni 2020
Portfolio Manager
Aargauische Pensionskasse
- Member of the portfolio management team - Lead portfolio manager for the asset classes: emerging market equities, EMD hard currency, EMD local currency, commodities, insurance linked securities, private debt and other alternative investments - Deputy for the asset classes equities Switzerland, equities world and FX - Executed several manager selection processes (RFI, RFP, on-site due diligence) - Contributing to internal macroeconomic view as well as strategic and tactical asset allocation
2 Jahre und 10 Monate, Juli 2014 - Apr. 2017
Research Analyst / Co-Portfolio Manager
Independent Capital Group
- Lead portfolio manager for a natural resources fund - Deputy portfolio manager for an energy fund - Direct trading of commodity futures and commodity related equities - In charge of developing a thematic sustainability fund with focus on water, waste recycling, air pollution, public transportation and energy efficiency - Heading the process to incorporate ESG criteria (6 generic criteria) into the already existing investment process
10 Monate, Sep. 2013 - Juni 2014
Research Analyst / Junior Portfolio Manager
Gateway Capital Group (taken over by Independent Capital Group)
Research Analyst / Junior Portfolio Manager with the commodities and energy investments boutique Gateway Capital Group, Basel. Gateway Capital Group was taken over by Independent Capital Group in summer 2014.
1 Jahr und 1 Monat, Aug. 2012 - Aug. 2013
Studentischer Praktikant (während Studium)
IGT Finanz AG
Working fields: Accounting, auditing and tax
1 Jahr, März 2010 - Feb. 2011
Mitarbeiter Outboundteam (während Studium)
UBS AG
3 Jahre und 1 Monat, Aug. 2006 - Aug. 2009
JUNA (Förderprogramm)
UBS AG
3 Jahre, Aug. 2003 - Juli 2006
Lehrling
UBS AG
Ausbildung von Marc Schreier CFA CAIA CESGA
2021 - 2021
Certified ESG Analyst (CESGA)
AZEK
2020 - 2020
Emerging Markets
Amundi Executive Training Program
2019 - 2019
CAIA Charterholder
2018 - 2018
Risk Premia & Asset Allocation
BlackRock Educational Academy
2016 - 2016
CFA Charterholder
2 Jahre und 1 Monat, Aug. 2012 - Aug. 2014
Banking and Finance
Hochschule Luzern
5 Monate, Aug. 2010 - Dez. 2010
Wirtschaft
University of Central Oklahoma (USA)
3 Jahre und 1 Monat, Aug. 2009 - Aug. 2012
Betriebsökonomie (Vertiefung in Banking and Finance)
Fachhochschule Nordwestschweiz
3 Monate, Jan. 2009 - März 2009
Englisch (Sprachaufenthalt)
Oxford House School, Wheatley (UK)
2 Jahre und 1 Monat, Aug. 2006 - Aug. 2008
Kaufmännische Berufsmaturität
Bildungszentrum kvBL
3 Jahre und 1 Monat, Aug. 2003 - Aug. 2006
Kaufmännische Lehre
KV Basel
Sprachen
Deutsch
Muttersprache
Englisch
Fließend
Französisch
Grundlagen